USA Financial Formulas’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

USA Financial Formulas’s Portfolio SIXO Stock Details SIXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.05M	Buy	137,895 +12,640	+10%	+$458K	0.98%	7
2026 Q2	$4.49M	Buy	125,255 +14,699	+13%	+$519K	0.82%	14
2026 Q1	$3.73M	Sell	110,556 -6,407	-5%	-$222K	0.7%	11
2025 Q4	$4.06M	Sell	116,963 -20,670	-15%	-$708K	0.74%	10
2025 Q3	$4.67M	Sell	137,633 -27,790	-17%	-$933K	0.82%	11
2025 Q2	$5.48M	Buy	165,423 +165,346	+214,735%	+$5.27M	0.93%	12
2025 Q1	$2.43K	Buy	+77	New	+$2.5K	﹤0.01%	247

Other funds holding SIXO

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

USA Financial Formulas's SIXO Position: Q3 2026 in Review

USA Financial Formulas increased its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 10% in Q3 2026, buying an estimated $458K and bringing the position to 137,895 shares worth $5.05M. The position accounts for 0.98% of the portfolio, ranked #7.

USA Financial Formulas first reported a position in SIXO in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.48M in Q2 2025. 15 funds tracked by Wall St. Rank hold SIXO as of Q3 2026.

USA Financial Formulas held 137,895 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $5.05M as of Q3 2026.
USA Financial Formulas bought 12,640 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q3 2026, an estimated $458K.
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.98% of USA Financial Formulas's portfolio in Q3 2026, its #7 holding.
USA Financial Formulas first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q1 2025 and has held it in 7 quarters since.
USA Financial Formulas's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $5.48M in Q2 2025.
15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.